--- title: "Actio Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Actio Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more." source_url: "https://www.capterra.com/p/229224/Actio/" page_type: "product" language: "en" --- # Actio Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Actio ## What is Actio? Actio specializes in systematizing and automating business management methodologies. Our platform has several management tools to meet the demands of your business: Strategic Management, Risk Management, Performance Evaluation, Budget Matrix and Variable Remuneration. With more than 15 years in the market, Actio works with its clients to achieve better results through management solutions based on the pillars of performance, people and processes. ## What is Actio used for? [Performance Management System](https://www.capterra.com/performance-appraisal-software/)[Reporting](https://www.capterra.com/reporting-software/)[Risk Management](https://www.capterra.com/risk-management-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $13 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Actio?[Manage this product listing](https://www.g2.com/products/actio/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Actio 4.2 (13) VS. [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/) Starting Price $13 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (13) Ease Of Use 4.1 (2,688) Value For Money 4.6 (10) Value For Money 4.2 (1,975) Customer Service 4.7 (13) Customer Service 4.6 (2,129) ## Actio alternatives [Wrike](https://www.capterra.com/p/76113/Wrike/) [4.4 (3,040)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76113/Wrike/) [Jira](https://www.capterra.com/p/19319/JIRA/) [4.4 (15,489)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/19319/JIRA/) Highest Rated [ESM+Strategy](https://www.capterra.com/p/126984/ESM-Strategy/) [4.7 (35)](https://www.capterra.com/p/126984/ESM-Strategy/reviews/) Starting price $880.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/126984/ESM-Strategy/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) ## FAQs about Actio Overview ### Which roles and teams benefit most from Actio? Actio is most used by management analysts, administrative teams, planning staff, quality professionals, and corporate coordinators who need to organize strategic initiatives and monitor performance. Directors and department leaders use it to track goals and decision-making, while education and service management teams rely on it for structured planning, follow-up, and process visibility. Answer based on 13 reviews Overview ### What company size and specific industries is Actio built for? Actio is designed for organizations of any size and in any sector that want to use technology to automate management tasks and improve efficiency. It suits businesses across industries that need to support corporate performance through process automation and better management practices. Features and Usability ### What are the key features of Actio? Actio offers project management and workflow management tools, along with task management, task planning, milestone tracking, and progress tracking. It also includes goal setting and tracking, KPI monitoring, scorecards, dashboards, reporting and analytics, customizable reports, real-time notifications, collaboration tools, and ERP integration. Integrations ### Which third-party tools and platforms does Actio integrate with? Actio integrates with SwaggerHub and TOTVS ERP. These catalog integrations connect Actio to API documentation and enterprise resource planning workflows, covering the main third-party platforms listed for the product. Getting Started and Support ### What training and onboarding options does Actio offer? Actio provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online formats support guided instruction, while documentation offers written reference material and videos provide recorded guidance for self-paced review and feature walkthroughs. Getting Started and Support ### What customer support options does Actio offer? Actio provides email/help desk, phone support, and chat for customer assistance. Support experiences are not described in reviewer feedback here, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 3,901 Business Process Management reviews Capterra data shows that buyers of performance management systems rank the following features as their top priorities: - **Performance Review Management** (**44%** of reviewers rated this feature as critical) - **Employee Management** (**46%**) - **Reporting & Statistics** (**46%**) Actio supports all three of the features reviewers value most: **Performance Review Management**, **Employee Management**, and **Reporting & Statistics**. Together, these capabilities help businesses manage evaluations consistently, keep employee information organized, and track performance data more clearly, allowing teams to make better people decisions and improve ongoing performance management. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. ACH Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Ad hoc Reporting Generate one-off reports that meet information requirements API Application programming interface that allows for integration with other systems/databases Actio 71 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - ACH: Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - API: Application programming interface that allows for integration with other systems/databases - Approvals: Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting: Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Budgets: Report on and track spending against budgets - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication: Communciates results to employees in the form of mass messages if there has been an illness outbreak within the workplace - Controls: Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Decision Making: Makes informed choices based on available data and objectives - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Employee Management: Track employee schedules, availability, and performance across projects and tasks - ERP integration: Integrate with existing ERP systems - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Goals: Assigns goals to strategic plans and define owners and milestones for each goal. - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - KPIs: Provide performance metrics such as delivery performance, on-time arrival performance, and compliance. - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - OKR: Define and monitor objectives, and key results (OKR). - Performance: Identify the most performant content and the types of content that can be improved or eliminated. - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Performance Review Management: Create, fill out, and send performance reviews to individual employees - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Tracking: Monitor the progress of projects from start to finish - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Self Assessment: An individual's evaluation of his or her own strengths, weaknesses, and skills - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Strategy Map: Create and manage maps for multiple strategies at the department or company level. - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Tasks: Assign and track onboarding tasks to internal and external stakeholders. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Visibility: Provides real-time insight into procurement costs within categories, departments or projects - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (13) 4.2 Based on 13 reviews ## Pricing Value for money 4.6 (10) Free Trial Free Version Basic $13.00 Per User,Per Month Value for money 4.6 (10) 4.6 Based on 10 reviews ## Integrations [ SwaggerHub](https://www.capterra.com/p/210338/Swagger/)[ TOTVS ERP](https://www.capterra.com/p/191104/TOTVS-BI/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (13) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (13) 4.7 Based on 13 reviews ## User reviews Overall rating 4.2 Based on 13 reviews Filter by rating 5(6) 4(5) 3(1) 2(1) 1(0) Mentioned topic Sorted by most recent AS alisson S. diretor Management Consulting ### "bom software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 13, 2022 Bom supor, precisa de algumas melhorias para a rotina diária do gestor de riscos Pros praticidade de implantação e didática doas funcionalidades Cons flexibilização de campanhas de revisão de controles Reasons for choosing Actio Preço e atendimento comercial Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GR Guilherme R. Coordenador de Gestão Corporativa Pharmaceuticals ### "Avaliação Actio" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 13, 2022 Sem dúvida os benefícios vem superando as dificuldades. Nossa gestão ficou mais ágil, a comunicação com os colaboradores mais dinâmica, com menos "cliques" para acessar sua performance, maior confiabilidade das informações, e também maior domínio das configurações, pois preferimos o modelo de parametrização total por nós clientes. Pros O software é bastante intuitivo e customizável já na implantação. A quantidade de configurações e criação de telas, itens, parametrizações, vínculos é muito grande e permite ajustes quase personalizados. A interface é boa, graficamente amigável. O suporte da empresa é muito bom, e permite um contato próximo para melhorias e solução de problemas. Entendo que ele se adequa a todo porte/maturidade de gestão, seja uma pequena empresa iniciando a gestão de performance, ou uma grande empresa com gestão de KPIs diária em todos os níveis Cons O software ainda apresenta alguns pontos de melhoria em nível geral, como em padronização de telas, filtros, layout, que podem aumentar mais a experiência do usuário. Uma observação também é em relação ao alto nível de customização/configurações: pode tornar complexo processos simples, ou exigir um domínio grande do funcionamento do software para executar cadastros, configurações, mudanças. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RC Renata C. analista administrativa Judiciary ### "Sistema de gestão estratégica" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 July 13, 2022 Há esforço em atingir a performance e as necessidades do cliente. Pros A possibilidade de gerir a estratégia das metas aos projetos. Cons Necessidade de conhecimento de informática para integração com outras bases do próprio sistema ou de outros sistemas. Dificuldade de integração com sistemas de BI. Limitações quanto a alguns recursos vinculados à fixação de metas diversas a áreas diversas. Impossibilidade de usar referência de localização geográfica para construir mapas. Reasons for choosing Actio Foi realizada licitação. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SH Samuel H. Analista de Gestão Pleno Ranching ### "Experiência muito boa" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 13, 2022 Pros Muito intuitivo, tem várias funções permitindo uma gestão integrada de projetos, indicadores e ações. Cons A interface para a construção de dashboards deixa a desejar. Ex: É necessário escolher o tamanho do gráfico em pixels, deveria ter a opção de arrastar pelos cantos como em outros softwares. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KF Katia Ferreira C. Coordenadora do Curso de Gestão de Serviços de Saúde Education Management ### "Avaliação Software Gestão Estratégica" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2022 Pros As possibilidades que ele proporciona no ensino e nas atividades de extensão junto a municipios. No entanto, devido a pandemia, a implantação ficou parada, necessitando de retomada a partir de agosto. Solicito saber o nome de quem irá nos orientar. Cons Ainda não consigo dizer pois ainda precisamos terminar a implantação. Reasons for choosing Actio Na demonstração e na apresentação do software ficou claro as aplicações para o ensino e a extensão e ainda para a pesquisa. Se adequava ao quer buscávamos. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Analista de gestão E-Learning ### "Action facilita gestão de resultados" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 13, 2022 Fiquei surpreso positivamente. Facilita em reuniões e discursões sobre indicadores Pros Facilidade de gestão, Dashboards individualizados, gestão interna Cons Link entre ações cadastradas um pouco complicado, upload de plano de ação de projetos complicado para ser realizado Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ES Edmario S. Auxiliar de Planejamento Health, Wellness and Fitness ### "Satisfeito" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2022 O action é um facilitador das informaçoes,e um sistema com varios recursos que ajuda na hora da tomada de decisão. As vezes da alguns bugs mas que logo se resolve. Pros a facilidade de encontrarr e digitar nfoemaçoes muitas vezes complexas Cons Por enquanto não sentir falta de recurso,por ser uma ferramenta nova para mim Reasons for choosing Actio quando eu cheguei na empresa o sistema ja estava implantado,achei um sistema intuitivo porem achei complexo em alumas partes,mas com a convivencia no dia a dia ja me sinto tranquilo ao usar o software para o planejamento na empresa Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TC Thalita C. Analista de Gestão Sênior Retail ### "Disponibilização de Dados" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2022 Pros O software é de fácil utilização e visualização para todos. A integração no processo da empresa é um sucesso na qual todas as áreas tem um entendimento de sua área com os seus KPI's. Cons O software é bem robusto e abrange o que é mais novo no mercado. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KC Kelly Copetti P. Especialista de Gestão Pharmaceuticals ### "Avaliação" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 July 13, 2022 Como ADM não acho o sistema tão simples, mas para usuário final acredito que é simples o uso. Pros Didático e intuitivo. O dash do quadro de metas atende as necessidades dos usuários. Cons As amarrações são complicadas, os erros que acontecem constantemente e é necessário suporte. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ML Maria Leticia R. Analista de Gestão Jr Retail ### "Cliente satisfeito" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 13, 2022 Minha experiência geral é positiva; pois nosso resultado FINAL é bom, é satisfatório. Atende nossa necessidade. Quando temos algum problema com o software somos atendidos por algum consultor ou pelo jira. O ponto que gera maior desgastes realmente é a parametrização inicial. Pros O software permite uma visualização "agradável" e prática para nossos clientes internos. O acesso ocorre de forma integrada com o email e com poucos cliques o usuário pode ter acesso a seus indicadores, resultados e pontuação. Cons Sinto dificuldade na parametrização INICIAL do sistema. São INÚMEROS aspectos a serem consideradas e regaras a serem respeitadas dentro do mesmo. Muitas cargas devem ser feitas, como também são muitas as "amarrações" e ajustes que temos que fazer dentro sistema até estar tudo ok. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/229224/Actio/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.